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Investors should ignore overvaluation talk and buy the AI chip champion
Bond investors are more cautious, while JPMorgan boss warns of a ‘crack’ coming
Defence names, gold miners and European stocks have led the way in 2025
Germany isn’t the only magnet as investors are also warming to global ex-US funds
Many companies in the UK market will be hoping to benefit from volatility and uncertainty caused by Donald Trump’s trade policies. Fund manager Jupiter says it is seeing evidence of investors rotating
Andrew van Sickle: Shall we start with an overview of your fund? Daniel Avigad: The TM Lansdowne European Special Situations Fund is a long-only, mid- to large cap-focused Europe ex-UK fund. We concen